LWM

Laidlaw Wealth Management Portfolio holdings

AUM $34.7M
1-Year Est. Return 44.33%
This Quarter Est. Return
1 Year Est. Return
+44.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$599M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.52M
3
+$2.23M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.11M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.84M

Top Sells

1
+$2.64M
2
+$1.69M
3
+$1.67M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.54M
5
ADBE icon
Adobe
ADBE
+$1.45M

Sector Composition

1 Technology 15.58%
2 Industrials 7.32%
3 Financials 5.75%
4 Consumer Discretionary 5.43%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$406K 0.07%
5,595
+72
252
$405K 0.07%
1,784
+189
253
$401K 0.07%
6,390
+908
254
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2,468
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255
$396K 0.07%
3,565
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256
$394K 0.07%
1,306
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257
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6,829
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258
$387K 0.06%
8,367
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259
$386K 0.06%
3,313
260
$379K 0.06%
7,639
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261
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2,951
262
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263
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7,971
264
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265
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266
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268
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269
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270
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5,173
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271
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272
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16,518
-1,242
273
$363K 0.06%
1,222
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274
$361K 0.06%
+3,614
275
$360K 0.06%
8,237
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9 10
11
12 13